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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,008 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,083 | $6,248-82.7% | $5,501-80.3% | $4,869-77.8% |
| Participant deferral / active EE | $2,879 | $5,550-48.1% | $4,871-40.9% | $5,287-45.5% |
| Admin fee / account holder | $41,756 | $15,560+168.3% | $13,028+220.5% | $10,133+312.1% |